Alphabet Inc. Google rattled global memory stocks after unveiling its TurboQuant AI algorithm, triggering a sharp sell-off amid fears that improved efficiency could dampen demand for memory chips. However, analysts pushed back on the bearish reaction, arguing the technology is more likely to expand AI use cases and ultimately drive higher long-term demand—framing the pullback as a potential "buy the dip" opportunity for investors. TurboQuant Triggers Sharp Sell-Off in Memory Stocks Google introduced Tur ...

This week’s verdict in the landmark social media addiction trial against Meta (META) and Google (GOOG, GOOGL) could have major implications for how the companies, and their rivals, operate their businesses. But the road between the Los Angeles jury finding Meta and Google negligent and the companies being forced to overhaul their respective platforms is a long one that may never materialize. Jurors in the trial said Meta and YouTube knew the designs of their platforms were dangerous, that users wouldn' ...

伊朗战争，波及美股科技股！ 上周，美股"科技七巨头"市值合计蒸发近8600亿美元。其中，Meta单周跌幅超过11%，谷歌母公司Alphabet跌 超8%，微软跌超6%，英伟达与亚马逊下跌近3%，特斯拉跌1.66%，苹果微涨0.33%。 伊朗控制霍尔木兹海峡引发油价飙升，进一步加剧投资者对能源供应的担忧。投资者预计，在通胀预期升温的 背景下，美联储将无法在今年内实施降息，科技股随之承压。 伊朗局势最新消息方面，美媒28日报道称，五角大楼正在为在伊朗开展"为期数周的地面行动"做准备。据报 道，不同于2003年伊拉克战争的全面入侵，五角大楼这次祭出"尖刀斩首"战术——不占领土、不打持久战，直 指伊朗石油命脉哈尔克岛，妄图以"数周速胜"复刻1991年海湾战争的荣光。 对此，伊朗专家会议成员迈斯巴 希·穆加达姆表示，美国若试图派兵夺取伊朗的岛屿，将遭伊朗"果断反击"。 据新华社援引法尔斯通讯社等多家伊朗媒体29日报道，伊朗伊斯兰革命卫队发射导弹和无人机，打击中东地区 两家与美国军工航天工业有关的企业。 值得注意的是，伊朗海军司令沙赫拉姆·伊兰尼当地时间29日表示，伊朗正实时监控美国"林肯"号航母编队的 位置、动向以及其 ...

Social media stocks crash: here's the best one to buy on the dip Social media stocks crash: here's the best one to buy on the dip Social Media AI Sentiment: 78/100 Bullish This score is generated through AI-driven analysis of the article's content. Author Wajeeh Khan Mar 28, 2026, 10:00 AM The social media landscape shifted violently this week as a wave of selling wiped billions in market value. The catalyst? A landmark legal blow; a California jury found Google and Meta Platforms negligent in a high- profi ...

Meta's Mark Zuckerberg arrives for a trial in L.A. on whether social media platforms addict and harm children. (Ryan Sun / Associated Press) A Los Angeles jury dealt a blow to social media giants Meta and YouTube this week when it found that the platforms were negligent for designing addictive features that harmed the mental health of a California woman. Both companies plan to appeal, but the ruling has ignited uncertainty around the tech companies’ future and sparked questions about the potential fallou ...

Investing in artificial intelligence (AI) has been the backbone of the stock market during the past few years, and several exciting investment opportunities have emerged. I think there are several AI stocks that are worth buying right now, although there are likely many more available.These are my top-10 AI stocks to buy right now, and I think that these make for an excellent starting point for anyone looking to get going in AI investing. NvidiaNvidia (NVDA 2.17%) has been the top AI stock pick for a long t ...

翻译 | 核子可乐 策划 | Tina 编辑 | 蔡芳芳 "大多数工程师在适应工具，而少数人会在不满中重写工具。" OpenAI Codex 技术负责人 Michael Bolin 就是典型的后者。从 Google Calendar 到 Facebook 的 Buck 构建系统、再到虚拟文件系统 Eden，以及如今 OpenAI 的 Codex，这位工程师的职业轨迹， 几乎贯穿了过去十多年软件工程基础设施的关键演进。 在最近一期 The Developing Dev 播客中，主持人 Ryan 与 Michael Bolin 展开了一场横跨 20 年工程 实践的深度对话。在这次访谈中，他回顾了自己从"写 JavaScript 的工程师"到主导开发工具体系的转 变过程，也坦诚讲述了其中的判断失误、能力边界与成长代价。更重要的是，他试图回答一个当下所 有工程师都在面对的问题：在 AI 正在重塑开发方式的时代，哪些能力依然值得坚持，哪些又必须被 重新理解。 在他看来，真正拉开差距的，从来不是写代码的速度，而是你选择解决什么问题，以及你如何定 义"更好的系统"。 其中几个值得关注的关键观点包括： 很多工程突破，源于对" ...

以下文章来源于科创板日报 ，作者史正丞 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 随着2月28日点燃的中东战火持续燃烧了一整个月，美股市场也出现了加速下跌的迹象，特别是曾经光芒万丈的科技巨头。 截至周五收盘， 纳斯达克指数本周累计下跌3.23%，创去年4月"关税冲击"以来最大单周跌幅 。 （纳斯达克指数周线图，来源：TradingView） 个股中， Meta本周表现最差，单周下跌超11% ， 这也是社交媒体巨头自2025年10月以来的最大单周跌幅。市场仍在消化本周公司输掉 具有里程碑意义的"美国社交媒体成瘾案"裁判的影响。 与Meta一起被裁决存在引诱用户沉迷社交媒体的谷歌/Alphabet，本周也下跌近9%。 除此之外，微软本周下跌6.57%， 公司较历史前高已经回撤近34% 。英伟达和亚马逊跌幅近3%，特斯拉跌幅不到2%。 苹果公司是唯一守住上涨状态的科技巨头。 消费电子巨头将在下周（4月1日）迎来成立50周年的里程碑 。 本周也有消息称，公司计划在 现有的ChatGPT合作之外，允许更多的AI公司接入Siri语音助手，具体情况将会在6月初的WWDC大会上披露。 除了 ...

Semiconductor stocks have come under pressure. Over the past month, the sector tracked by the iShares Semiconductor ETF (SOXX) has dropped roughly 10%, as investors grow cautious about valuations, demand trends, and the sustainability of recent gains. On March 24,  Alphabet’s Google (GOOGL) rolled out TurboQuant, a new compression method that could reduce the amount of memory required to run AI models by 6x, causing a sell-off in memory names, with Micron (MU) and Sandisk (SNDK) down more than 10% in the ...

科技巨头遭遇近一年最严重抛售。 当地时间3月27日（周五），美股三大股指全线收跌，截至收盘，道指跌1.73%报45166.64点，标普500指数跌1.67%报6368.85点，纳指跌2.15%报20948.36 点。本周，道指跌0.9%，标普500指数跌2.12%，纳指跌3.23%。 盘面上，大型科技股全线大跌，Meta、亚马逊跌近4%，英伟达、谷歌A、微软、特斯拉跌超2%，苹果跌超1%。 值得一提的是，美股科技巨头遭遇近一年最严重抛售。科技股"七巨头"本周市值累计蒸发超过8000亿美元。其中，Meta本周累计下跌超11%，谷歌A本周 累计跌近9%，微软本周累计跌超6%。 欧洲三大股指收盘全线下跌，德国DAX指数跌1.38%报22300.75点，法国CAC40指数跌0.87%报7701.95点，英国富时100指数跌0.05%报9967.35点。本周， 德国DAX指数跌0.35%，法国CAC40指数涨0.47%，英国富时100指数涨0.49%。 中概股普遍下跌，纳斯达克中国金龙指数跌1.90%，万得中概科技龙头指数跌1.28%。个股方面，小马智行跌近6%，金山云跌超5%，禾赛科技跌近5%， 蔚来跌超4%，小鹏汽 ...